Dubsado is a Game Changer for your Online Business
Dubsado is a game changer in your productivity. Since day one I’ve been singing the praises of Dubado for this one software application makes online business owners so effective and efficient. Those are two words that I love to use.
What is it?
What is Dubdado exactly, you know besides a game changer in your productivity… Well, here is the description that Dubsado gives: From invoicing, signing contracts, scheduling appointments, Dubsado is a software built to save you time, impress clients, and grow your business.
What is Dubdado to me as an Online Business Manager? Oh my gosh, it is some many things but in short, it’s the hub for all my important business workflows.
Here is the list of where I use it in my business:
New client applications
Invoicing
Recurring Invoicing
Contracts
Questionnaires
Email Communication
Information gathering
Workflows are A-maz-ing
Workflows are a game changer in your productivity. It turns a manual process into an automatic flow of efficiency. Before moving to Dubsado, I had several software applications and it was not streamlined.
Before:
The prospective client fills out a web form
The form is emailed to me
The landing page has a link to schedule a meeting
The meeting is scheduled via Calendly
Or they missed the link and it is sent to them after reviewing the web form
We meet and decide we are a good fit
The proposal is created in Word and PDF is email to the client
The contract is sent via Sign Now
Invoice is sent via Quickbooks or Wave
Emailed a New Client Onboarding Form
Emailed Business Policies and W9
After:
The prospective client fills out an application on the website
Once the form is submitted it creates a
New Project in Dubsado and adds tags
Email is sent to them with a link to schedule a meeting
We meet and decide we are a good fit
Send a proposal, contract and invoice
The contract is signed it kicks off the workflow
Customer Tag is added
Client Portal is activated
The Client Portal Guide is emailed
OBM New Client Onboarding form is sent
Business Policies and W9 are sent
All the information is stored in the clients recorded from the first contact to the current day.
This is all done in the background. Did it take some time to set up – heck
Would you like Dubsado to be a game changer with your business? Here is my affiliate link that provides you with 20% off your first month! Oh, and they do allow you to try it out for FREE up to three projects. Just let you dip your toe in the water first – love it!
P.S. Did I mention that the support is absolutely fantastic!